See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,101 | $99,020-88.8% | $86,590-87.2% | $147,584-92.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.00% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $929 | $3,132-70.3% | $2,839-67.3% | $4,876-80.9% |
| Participant deferral / active EE | $2,001 | $3,972-49.6% | $3,609-44.6% | $5,439-63.2% |
| Admin fee / account holder | $334 | $5,710-94.1% | $4,906-93.2% | $10,885-96.9% |